Cavalier Investments, LLC Top Holdings and 13F Report (2025) About Cavalier Investments, LLCInvestment ActivityCavalier Investments, LLC has $294.33 million in total holdings as of March 31, 2025.Cavalier Investments, LLC owns shares of 75 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 32.03% of the portfolio was purchased this quarter.About 30.06% of the portfolio was sold this quarter.This quarter, Cavalier Investments, LLC has purchased 74 new stocks and bought additional shares in 17 stocks.Cavalier Investments, LLC sold shares of 40 stocks and completely divested from 13 stocks this quarter.Largest Holdings Invesco QQQ $27,172,038Howmet Aerospace $17,553,896Amazon.com $14,540,811VanEck Semiconductor ETF $12,377,762Meta Platforms $12,222,867 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $3,696,804 Holding78464A508 - SPDR Portfolio S&P 500 Value ETF $3,534,044 Holding98956A105 - ZETA GLOBAL HOLDINGS CORP $2,734,916 Holding22542D233 - ETRACS Gold Shares Covered Call ETN $2,639,282 Holding78464A102 - SPDR NYSE Technology ETF $2,541,100 Holding Largest Purchases this Quarter Meta Platforms 19,862 shares (about $11.45M)Howmet Aerospace 66,913 shares (about $8.68M)VanEck Semiconductor ETF 36,862 shares (about $7.80M)iShares Russell 2000 ETF 36,841 shares (about $7.35M)JPMorgan Chase & Co. 29,717 shares (about $7.29M) Largest Sales this Quarter Invesco QQQ 84,643 shares (about $39.69M)Communication Services Select Sector SPDR Fund 137,352 shares (about $13.25M)Amazon.com 50,605 shares (about $9.63M)Boston Scientific 74,593 shares (about $7.52M)SPDR S&P 500 ETF Trust 3,471 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCavalier Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$27,172,038$39,690,795 ▼-59.4%57,9469.2%FinanceHWMHowmet Aerospace$17,553,896$8,680,623 ▲97.8%135,3116.0%AerospaceAMZNAmazon.com$14,540,811$9,628,107 ▼-39.8%76,4264.9%Retail/WholesaleSMHVanEck Semiconductor ETF$12,377,762$7,795,207 ▲170.1%58,5324.2%ManufacturingMETAMeta Platforms$12,222,867$11,447,663 ▲1,476.7%21,2074.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$12,162,924$13,247,601 ▼-52.1%126,1064.1%ETFIWMiShares Russell 2000 ETF$11,675,551$7,349,411 ▲169.9%58,5274.0%FinanceSPYSPDR S&P 500 ETF Trust$11,507,212$1,941,643 ▼-14.4%20,5713.9%FinanceBSXBoston Scientific$10,475,177$7,524,942 ▼-41.8%103,8383.6%MedicalCRSCarpenter Technology$9,276,416$1,660,334 ▲21.8%51,2003.2%Basic MaterialsJPMJPMorgan Chase & Co.$8,442,000$7,289,581 ▲632.5%34,4152.9%FinanceVFHVanguard Financials ETF$8,196,956$14,097 ▼-0.2%68,6112.8%ETFXLFFinancial Select Sector SPDR Fund$7,092,247$4,977,414 ▲235.4%142,3862.4%ETFAVGOBroadcom$7,088,484$6,697,702 ▲1,713.9%42,3372.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$6,203,485$10,737 ▼-0.2%30,0442.1%ETFDECKDeckers Outdoor$5,747,369$5,537,390 ▲2,637.1%51,4032.0%Retail/WholesalePGRProgressive$4,883,055$7,924 ▼-0.2%17,2541.7%FinanceMSFTMicrosoft$4,624,429$7,508 ▼-0.2%12,3191.6%Computer and TechnologyCRMSalesforce$4,559,705$7,514 ▼-0.2%16,9911.5%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$4,508,352$30,950 ▲0.7%49,5261.5%ETFGEGE Aerospace$4,493,568$7,606 ▼-0.2%22,4511.5%IndustrialsVRSKVerisk Analytics$3,889,298$6,548 ▼-0.2%13,0681.3%Business ServicesPALANTIR TECHNOLOGIES INC$3,696,804$3,696,804 ▲New Holding43,8011.3%CL AVRTXVertex Pharmaceuticals$3,671,542$5,818 ▼-0.2%7,5731.2%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$3,534,044$3,534,044 ▲New Holding69,2001.2%ETFTAT&T$3,507,795$6,052 ▼-0.2%124,0381.2%Computer and TechnologyKCESPDR S&P Capital Markets ETF$3,321,8040.0%26,3281.1%ETFFICOFair Isaac$3,002,292$3,688 ▼-0.1%1,6281.0%Computer and TechnologyCPRTCopart$2,933,003$4,980 ▼-0.2%51,8291.0%Business ServicesZETA GLOBAL HOLDINGS CORP$2,734,916$2,734,916 ▲New Holding201,6900.9%CL ATDGTransDigm Group$2,700,182$2,767 ▼-0.1%1,9520.9%AerospaceGLDIETRACS Gold Shares Covered Call ETN$2,639,282$2,639,282 ▲New Holding16,3120.9%FinanceBMIBadger Meter$2,544,974$4,185 ▼-0.2%13,3770.9%Computer and TechnologyXNTKSPDR NYSE Technology ETF$2,541,100$2,541,100 ▲New Holding13,2480.9%ETFMSTRStrategy$2,531,011$2,531,011 ▲New Holding8,7800.9%Computer and TechnologyCEGConstellation Energy$2,294,549$3,629 ▼-0.2%11,3800.8%EnergyXARSPDR S&P Aerospace & Defense ETF$2,218,1650.0%13,8040.8%ETFXLUUtilities Select Sector SPDR Fund$2,195,184$2,195,184 ▲New Holding27,8400.7%ETFCBOECboe Global Markets$2,180,530$3,621 ▼-0.2%9,6360.7%Financial ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,124,072$293,671 ▼-12.1%41,5020.7%ETFNVDANVIDIA$1,916,050$1,527,941 ▲393.7%17,6790.7%Computer and TechnologyNRGNRG Energy$1,899,463$1,899,463 ▲New Holding19,8980.6%UtilitiesARGTGlobal X MSCI Argentina ETF$1,877,176$3,231 ▼-0.2%23,2410.6%ETFVSTVistra$1,750,326$1,750,326 ▲New Holding14,9040.6%UtilitiesNVONovo Nordisk A/S$1,624,132$2,778 ▼-0.2%23,3890.6%MedicalISHARES BITCOIN TRUST ETF$1,544,730$1,544,730 ▲New Holding33,0000.5%SHS BEN INTBKNGBooking$1,363,6450.0%2960.5%Retail/WholesaleAMPAmeriprise Financial$1,311,454$1,936 ▼-0.1%2,7090.4%FinanceMDGLMadrigal Pharmaceuticals$1,251,718$1,987 ▼-0.2%3,7790.4%MedicalGWWW.W. Grainger$1,244,666$1,474,830 ▼-54.2%1,2600.4%IndustrialsTRGPTarga Resources$1,240,709$1,240,709 ▲New Holding6,1890.4%EnergyFTDRFrontdoor$1,179,187$1,179,187 ▲New Holding30,6920.4%ConstructionARISTA NETWORKS INC$1,156,621$1,156,621 ▲New Holding14,9280.4%COM SHSRJFRaymond James$1,130,311$1,945 ▼-0.2%8,1370.4%FinanceMOG.AMoog$1,069,570$1,734 ▼-0.2%6,1700.4%AerospaceCOMMCommScope$1,056,520$1,056,520 ▲New Holding198,9680.4%Computer and TechnologyECLEcolab$942,587$1,521 ▼-0.2%3,7180.3%Basic MaterialsIESCIES$933,862$1,321 ▼-0.1%5,6560.3%Computer and TechnologyTYLTyler Technologies$917,433$1,163 ▼-0.1%1,5780.3%Computer and TechnologyAMDAdvanced Micro Devices$879,043$1,438 ▼-0.2%8,5560.3%Computer and TechnologyAROCArchrock$855,529$1,469 ▼-0.2%32,6040.3%EnergyANFAbercrombie & Fitch$827,622$1,375 ▼-0.2%10,8370.3%Retail/WholesaleLLYEli Lilly and Company$797,8290.0%9660.3%MedicalFSSFederal Signal$793,752$1,324 ▼-0.2%10,7920.3%Multi-Sector ConglomeratesAAPLApple$720,812$889 ▼-0.1%3,2450.2%Computer and TechnologyAPLYYieldMax AAPL Option Income Strategy ETF$568,409$284,756 ▲100.4%37,6430.2%ETFWINAWinmark$553,094$636 ▼-0.1%1,7400.2%Retail/WholesaleTIDAL TR II$551,722$275,610 ▲99.8%34,0990.2%YIELDMAX METATIDAL TR II$547,742$281,627 ▲105.8%34,8880.2%YIELDMAX MSFT OPTIDAL TR II$529,352$273,097 ▲106.6%33,0020.2%YIELDMAX AMZN OPTIDAL TR II$503,189$254,035 ▲102.0%42,5710.2%YIELDMAX GOOGLGLDSPDR Gold Shares$477,160$8,932 ▼-1.8%1,6560.2%FinanceSWKSSkyworks Solutions$467,404$776 ▼-0.2%7,2320.2%Computer and TechnologyNVDYYieldMax NVDA Option Income Strategy ETF$419,736$225,871 ▲116.5%27,2910.1%ETFSLViShares Silver Trust$367,108$6,880 ▼-1.8%11,8460.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$3,025,606 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$2,619,286 ▼-100.0%00.0%FinanceETNEaton$0$2,607,834 ▼-100.0%00.0%IndustrialsPTGXProtagonist Therapeutics$0$1,206,327 ▼-100.0%00.0%MedicalUSOUnited States Oil Fund$0$908,262 ▼-100.0%00.0%ETFHUBBHubbell$0$794,215 ▼-100.0%00.0%IndustrialsTPHTri Pointe Homes$0$769,002 ▼-100.0%00.0%ConstructionGRBKGreen Brick Partners$0$682,682 ▼-100.0%00.0%FinanceMANHManhattan Associates$0$639,658 ▼-100.0%00.0%Computer and TechnologyPWRQuanta Services$0$426,035 ▼-100.0%00.0%ConstructionTIDAL TR II$0$314,967 ▼-100.0%00.0%YIELDMAX TSLA OPVRTVertiv$0$275,163 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$254,823 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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